PR
PR

Peter Laurence Rowe

30 Years of Experience
1 DisclosureSells Insurance
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
21 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$21.8M
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Location

7250 N. 16th St, Suite 104, Phoenix, AZ, 85020

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History

Regulatory History (1)
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Customer Dispute
October 2003
Settled
Other Business ActivitiesSells Insurance

Peter owns multiple real estate rental properties and is involved with several companies, including Arcwood Financial LLC (RIA) and Sunwest HR, LLC (human resources). Peter is also involved in insurance sales and services through Balance Benefits Consulting, LLC and Sunwest Benefits Consulting Inc., including group health and life insurance.

Employment History
Current Registrations
Arcwood Financial, LLC
October 2015 - Present · 10 yrs 4 mos
Previous Registrations
United Planners' Financial Services of America a Limited Partner
November 2014 - October 2016 · 1 yr 11 mos
United Planners' Financial Services of America a Limited PartnerBroker
July 2014 - December 2018 · 4 yrs 5 mos
LPL Financial LLCBroker
February 2009 - August 2014 · 5 yrs 6 mos
Sammons Securities Company, LLCBroker
February 2005 - January 2009 · 3 yrs 11 mos
Cri Securities, LLCBroker
November 1999 - March 2005 · 5 yrs 4 mos
Securian Financial Services, INC.Broker
May 1995 - February 2005 · 9 yrs 9 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Peter Laurence Rowe - Financial Advisor | TrueAdvisor